Summit Financial’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.94M | Buy |
86,489
+6,275
| +8% | +$576K | 0.18% | 103 |
|
|
2025
Q1 | $7.38M | Buy |
80,214
+22,546
| +39% | +$2.07M | 0.21% | 95 |
|
|
2024
Q4 | $4.75M | Buy |
57,668
+6,483
| +13% | +$534K | 0.17% | 113 |
|
|
2024
Q3 | $4.62M | Buy |
51,185
+168
| +0.3% | +$15.2K | 0.18% | 98 |
|
|
2024
Q2 | $3.96M | Buy |
51,017
+33,063
| +184% | +$2.56M | 0.18% | 92 |
|
|
2024
Q1 | $1.29M | Buy |
+17,954
| New | +$1.29M | 0.08% | 155 |
|